On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all
Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all
Finance and Accounting
List events DDL, WebhookShow all
Get upcoming invoice, List subscription schedules, List subscriptions, List subscriptions DDL, List tax IDs by customer, Pay invoice, Raw HTTP request (advanced), Create charge, Get card, Get chargeShow all
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Turn closed-won deals into revenue with faster payment processing using custom Salesforce + Stripe integrations. The low-code Tray Platform’s 100% visual builder empowers business users to connect their CRM, payment processing platform, and any other data source—without needing additional IT support.
Our platform’s intuitive interface lets anyone stand up powerful integrations between any tool in your revenue stack. All you need to do is drag-and-drop to connect any data source, including flat files such as CSVs, and any other cloud-based service, even using data within custom fields. Now, you can seamlessly flow your customer, invoice, and financial data wherever you need.
That’s not all—make your payment processes hyper-efficient with custom Salesforce + Stripe automation. With multi-step automation, you can not only expedite online payments, but you can also improve your customer experience and lift retention revenue. Now, you can minimize manual work and take total control of your payment data. With the Tray Platform, speed up transactions, boost profits, and do more, faster.
On top of Salesforce + Stripe connectors, you’ll also need dynamic, multi-step automation to streamline your payment processes. The Tray Platform bi-directionally syncs tools at the API level, so your multi-step workflows can set off an infinite variety of operations, reacting to any custom trigger. With custom Salesforce + Stripe automation, boost productivity and scale mission-critical revenue processes.
We make it easy to combine Salesforce, Stripe, and any of your favorite tools, including your e-commerce platform, ERP, marketing automation platform, internal chat tool, and more. Now, you can automatically add new Stripe transactions into Salesforce in real-time. You can create and update recurring payments over a defined period. Or, you can manage subscriptions and automatically send billing reminders to customers.
Business users in e-commerce, sales, sales operations, revenue operations, finance, revenue, and other teams across the organization love using our platform to deploy Salesforce + Stripe automation. Design custom workflows that meet any use case with our library of pre-built connectors, data helpers, and custom logic operators.
The low-code Tray Platform makes it easy for business users to start building workflows right away. Power users also depend on our platform to process heavy-duty data projects that handle massive amounts of data every day. Also, our platform’s elastic serverless architecture will scale with your changing data priorities.
Take your payment processes to the next level with advanced Salesforce + Stripe automation. Need to streamline checkout on your e-commerce store by automatically syncing data for customer context, product details, credit cards, and more? Need to track customers with upcoming payments and send hyper-personalized reminders to reduce churn? The Tray Platform can automate any use case since we also connect popular tools including HubSpot, Mailchimp, NetSuite, Shopify, Magento, BigCommerce, WooCommerce, Jira, Square, Zendesk, WordPress, Marketo, QuickBooks, Xero, Outreach, Pipedrive, and many others.
The Tray Platform provides enterprise-grade security that IT experts trust. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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